See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,118 | $180,449-14.6% | $154,1070% | $135,375+13.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.95% | 888.09%-895.0pp | 735.12%-742.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $12,241 | $6,035+102.8% | $5,298+131.1% | $4,779+156.2% |
| Participant deferral / active EE | $5,590 | $5,806-3.7% | $5,081+10.0% | $5,609-0.3% |
| Admin fee / account holder | $1,667 | $16,143-89.7% | $13,411-87.6% | $10,827-84.6% |